+913.4%
ASX vs WCN
+239.1%
+674.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.5% |
| 7D | +6.3% | -0.4% | +6.8% | +6.5% |
| 30D | +6.4% | -2.1% | +8.5% | +7.2% |
| 3M | +13.1% | +6.4% | +6.8% | +8.6% |
| 6M | +90.3% | -3.7% | +94.0% | +89.9% |
| YTD | +149.6% | -6.4% | +156.0% | +151.7% |
| 1Y | +249.2% | -7.9% | +257.1% | +252.7% |
| 3Y | +445.9% | +20.8% | +425.1% | +359.5% |
| 5Y | +477.7% | +29.0% | +448.8% | +359.3% |
| 10Y | +913.4% | +236.4% | +677.0% | +374.2% |
| All | +913.4% | +239.1% | +674.3% | +374.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling